# Butler & Co., Inc.

> Butler & Co., Inc. is a state-registered investment advisory firm in South Windsor, CT, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 153715
- Filed as: BUTLER & CO., INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: South Windsor, CT
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153715
- AdvisorCensus page: https://advisorcensus.com/firm/butler-and-co-inc-south-windsor-ct-153715

## Quick answers

**How is Butler & Co., Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Butler & Co., Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Butler & Co., Inc. located?**
Butler & Co., Inc.'s principal office is in South Windsor, CT, according to its Form ADV.

**Is Butler & Co., Inc. registered with the SEC or a state?**
Butler & Co., Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153715.

**How much does Butler & Co., Inc. manage?**
Butler & Co., Inc. reports $10,000,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary).

**What types of clients does Butler & Co., Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Butler & Co., Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153715

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $10,000,000
- Discretionary: $0
- Non-discretionary: $10,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $9,200,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Butler & Co., Inc. (CRD 153715): Form ADV filing data as of October 2026.